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The gleaming electric motors rolling off the production line at a factory in northeastern England offer an answer to one of the energy transition’s thorniest challenges.

The Advanced Electric Machines (AEM) plant outside Newcastle is at the forefront of building a new generation of motors made without rare earths, a group of 17 nearly indistinguishable metals used to manufacture most of the high-performance permanent magnets that power electric vehicles.

CEO James Widmer, a former aerospace engineer who founded the company in 2017, compares heavy reliance on rare earths in EV motors to the ill-fated decision to add lead to gasoline to resolve a technical issue.

“Putting rare earths in motors is the same thing,” Widmer told Climate Home News in a video call from his office. “You don’t need it, but somebody did it because it was easy.”

Widmer’s firm is among a handful of startup companies working with researchers to eliminate the need for rare earths in magnets and motors – offering a pathway to ease pressure on new mining and refining for one of the world’s most concentrated value chains.

Unease over China’s grip on supplies

As countries strive to reduce their climate-warming emissions by switching to electric transportation, demand for rare earths is soaring. That is increasing pressure for mining new resources and raising concerns about China’s supply chain domination.

China controls more than 90% of global rare earth separation and refining capacity and makes nearly all of the world’s permanent magnets – one of the building blocks of advanced technologies from EV motors and wind turbines vital to the energy transition to microchips, AI data centres and fighter jets.

A workman assembling an AEM rare earth-free motor in a factory
An employee assembling a motor at AEM’s factory outside Newcastle (Photo: Advanced Electric Machines)

Beijing spooked Western governments last year when it announced new export restrictions on supplies of rare earths and technological know-how in response to US tariffs on imports of Chinese goods. Automakers were left facing shortages.

While some of Beijing’s retaliatory curbs were suspended within months, China’s willingness to use its industrial clout over technological chokepoints to advance its geopolitical objectives has injected momentum into the efforts of companies such as AEM to find alternatives to rare earths.

“The best way to avoid the problems with these materials…isn’t to drill, baby, drill.The best way is just not to use them in the first place,” said Widmer.

Cutting that dependency would help shrink the environmental footprint of EV motors by keeping costly-to-extract rare earths in the ground, Widmer said.

Rare earth-free motors?

The auto industry had already been manufacturing electric motors using rare earth magnets for 20 years when Widmer set up AEM after conducting PhD research at the University of Newcastle.

Toyota’s Prius model, which is widely recognised as the first mass-produced hybrid passenger car, was launched in 1997 and used rare earth magnets in its motor.

About 80% of modern EV drivetrains now rely on high-performance rare earth permanent magnets to convert electricity into torque, according to a 2024 study, fuelling demand for the metals as EV adoption gains traction across the world, from Europe to South Asia.

Rapid electrification has doubled demand for magnet rare earths since 2015 and it is projected to increase by another 30% by 2030, according to the International Energy Agency (IEA). It recently put the cost of adequately diversifying the supply chain at $60 billion over the next decade.

Demand for EVs and concerns over oil dependence have rocketed back onto the political agenda after the Iran war sparked unprecedented disruptions to global oil markets, reigniting simmering debates about supply chain sovereignty for energy.

James Widmer stands with his hand on a rare easrth-free electric motor
James Widmer CEO of AEM, at the company’s factory outside Newcastle (Photo: Advanced Electric Machines)

Contrary to their name, rare earths are found nearly everywhere on the planet in small quantities. However, larger, economically viable deposits are difficult to find and costly to extract.

On top of the expense, getting rare earths out of the ground is energy-intensive and generates toxic waste and sometimes radioactive by-products. This has led to large-scale environmental damage in China and Myanmar, where unregulated mines have become a major source of rare earth elements and are driving environmental destruction and violence, according to NGOs.

Lighter, greener, less risky

Instead of rare earth magnets, AEM’s motors rely on electrical steel laminations – thin stacked sheets of specialised metal – that create a magnetic field when powered.

The company says its electric motors are more energy-efficient and, in some configurations, more power-dense than traditional rare earth motors and reduce the emissions and polluting waste associated with permanent magnet motor manufacturing processes.

“And we’ve gotten rid of this enormous liability in the supply chain at the same time,” Widmer said.

    The company, which manufactures electric motors for passenger cars and trucks as well as for the agricultural and aerospace sectors, expects demand for its technology to grow as buyers become increasingly aware of the risks of supply chain disruption and the environmental harm caused by rare earth mining.

    AEM’s motors are already being used in commercial vehicles, for example in truck axles in the Netherlands, and the company aims to expand into new regions through a joint venture with Indian manufacturing firm Sterling Tools, a company spokesperson said.

    Hands at a workman assembling an AEM rare earth-free motor in a factory
    An employee working on a AEM rare earth-free motor in the company’s factory outside Newcastle (Photo: Advanced Electric Machines)

    ‘Reinventing the wheel’

    Some 8,000 kilometres from AEM’s factory floor, a group of Silicon Valley engineers has been inundated with enquiries since Beijing announced its export restrictions on technologies to mine and smelt rare earths, magnet production and recycling.

    As manufacturers worried about shortages, the rare earths supply chain bottleneck became a board-level conversation and executives started scouting for alternatives, said Ankit Somani, a former Google engineer and the co-founder of Conifer.

    “Every startup needs an unfair advantage – and that was ours,” he told Climate Home News, adding that the challenge is now to keep up with demand.

    The San Francisco-based startup’s technology removes rare earths from electric scooters and small delivery vehicles by placing the motor directly inside the wheel hub, an innovation it describes as “literally reinventing the wheel”.

    Conifer's Ankit Somani and an employee talk in the firm's R&D facility where staff is working on hardware
    Ankit Somani speaking to employees at Conifer’s research and development facility in Sunnyvale, California (Photo: Conifer)

    To transfer power inside vehicles, the company uses a refined form of iron oxide – the same basic compound as rust – known as a ferrite magnet.

    Somani said the technology reduces the costs of manufacturing electric vehicles by eliminating the need for expensive rare earth supplies.

    Conifer’s first production line already produces 75,000 motor components a year in the city of Pune in western India, the hub of its manufacturing operations, where electric two- and three-wheelers are booming.

    To keep up with demand, the company is planning to open a 250,000-unit capacity facility, Somani said.

    The next generation of magnets

    At Minnesota-based Niron Magnetics, which produces permanent magnets using iron nitride instead of rare earths, vice president Tom Grainger said last year’s supply chain disruption had been a wake-up call.

    “What was always possible but never quite material – the risk of geopolitical interference in magnet supply chains – became real in 2025,” he told Climate Home News.

    In contrast to magnets that depend on Chinese rare earth supplies, the company’s iron nitride magnets are made from the abundant and inexpensive elements, iron and nitrogen.

    Niron estimates that iron nitride magnets could replace roughly two-thirds of the global permanent magnet market.

      Niron Magnetics’ first consumer-facing magnet, used in a professional loudspeaker, was rolled out earlier this year and the firm has already received investment from automotive giants General Motors, Stellantis and parts provider Magna International.

      The company is developing its first full-scale manufacturing plant in Sartell, Minnesota, which aims to produce up to 1,500 tonnes of magnets annually when it opens in 2027, targeting consumer electronics, as well as the automobile sector, data-centre cooling pumps, robotics and drones.

      By Chinese standards, that is a modest start: a typical factory in China can produce between 5,000 and 20,000 tonnes of rare earth magnets, said Grainger. But Niron’s model is designed to be replicated anywhere with basic industrial infrastructure. Unlike rare earth processing, it requires no proximity to a mine or complex chemical permitting.

      “The goal…is a factory that has the scale to deliver in sufficient quantities for large programmes – with the economics that come with scale,” Grainger said.

      The firm is already looking for a second site in the US to build a 10,000-tonne per year facility, equivalent to approximately 1-2% of the global permanent magnet market share, according to the company.

      Governments ramp up support

      Anxious to protect their industries from potential supply gaps, Western countries are supporting research into innovative rare earth alternatives.

      Jean-Michel Lamarre, a team leader at Canada’s National Research Council, said the government’s science agency, which has been developing rare earth-free motor technologies, is working on using 3D printing to produce magnets.

      Lamarre said that while removing rare earths from electric motors significantly reduces the costs of materials, making new designs commercially viable remains a challenge.

      Difficulties include scaling up manufacturing capability and responding to rapidly changing market conditions, a spokesperson for Canada’s Department of Natural Resources said.

      Conifer's motor assembly line with an workman in background
      Conifer’s motor assembly plant in Pune, India (Photo: Conifer)

      The US, Canada and the European Union have announced billions in subsidies and financial support to mine and produce more of the materials themselves, as well as funding research on rare earths substitutes. The US government is also investing heavily in American rare earths and magnet producers.

      Recycling rare earth elements from discarded computers, motors and wind turbines also has a role to play in boosting domestic production, said Nicola Morley, a professor of materials physics at the University of Sheffield in the UK, who advises major manufacturers including Siemens and Volkswagen.

      Recycling alone has the potential to reduce the need for primary rare earths supplies by up to 35% by 2050, according to the IEA.

      Today, around 1% of the rare earths used in end-products is recycled because of technical and economic challenges. But startups are seizing on interest in creating circular supply chains that reduce reliance on China.

      Better than rare earths

      While recycling may be a relatively quick way for major markets to bolster their supplies of magnet metals, some researchers expect scientists to come up with groundbreaking alternatives to rival rare earths within a matter of years.

      At Georgetown University in Washington DC, physicist Kai Liu and his team are working to create new materials for magnet production using a machine that bombards atoms of up to six different metals onto a surface simultaneously – like six games of pool played at once. As they land, the atoms bond into new crystal structures, which Liu’s team tests for magnetic properties.

      Their research has already led to a discovery of magnet materials, Liu said, adding that he is hopeful for further breakthroughs by the scientific community.

      “I am cautiously optimistic that within the next five to 10 years, the community might find something comparable or better than rare earths,” he said.


      Main image: An employee working on an AEM motor at the company’s factory outside Newcastle (Photo: Advanced Electric Machines)

      The post The energy transition has a rare earth problem: These startups are solving it appeared first on Climate Home News.

      https://www.climatechangenews.com/2026/05/05/the-energy-transition-has-a-rare-earth-problem-these-startups-are-solving-it/

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      What’s on the climate calendar for October 2026?

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      This is a republication of October’s edition of The Climate Agenda – a subscriber-only newsletter designed to keep you informed of the key events, negotiations and announcements happening every month. If you want to receive The Climate Agenda straight to your inbox at the start of each month, sign up as a subscriber today.

      This month, we’ll be on the ground reporting from the Convention on Biological Diversity summit in Yerevan, Armenia later this month and following all the developments as we build towards COP31 in Antalya, Türkiye next month. Here’s what you need to know for October, why it matters and what to expect.

      Brazilian Election

      First round: Sunday 4 October – Second round: Sunday 25 October

      This poll is being closely watched by Brazilian environmentalists as it’s likely to make a big difference to Brazil’s international climate politics and the health of the Amazon rainforest.

      The two clear front-runners are current left-wing President Lula and right-wing Flávio Bolsonaro. Flávio is the son of Jair Bolsonaro, who ruled from 2019 to 2023 but was declared ineligible to hold public office because of his attacks on the electoral system and is now under house arrest.

      In the unlikely event that either candidate wins more than half the votes in the first round, they will be elected as the country’s leader. Latest polls have Lula on 39% and Bolsonaro on 35% (though the numbers are shifting) with several minor candidates in the single-digits. If none of them get a majority, there will be a one-on-one run-off on October 25.

      The Latin American nation is set to record its lowest-ever level of deforestation, as efforts to rein in illegal clearing and restore Indigenous rights progressed under Lula. But Brazilian experts are warning that the huge agribusiness lobby in Congress, whose interests shape what happens in the Amazon, will be emboldened if Bolsonaro takes power, with the Supreme Court also risking a turn to the right.

      As for climate politics, some seasoned watchers fear that Flávio – a climate change denier like his dad – could even try to pull Brazil out of the Paris Agreement. That would leave other countries to take forward Brazil’s COP30 global roadmaps on transitioning away from fossil fuels (TAFF) and ending deforestation – both of which are due to be delivered by COP31.

      For Brazil’s own TAFF roadmap – commissioned earlier this year but so far nowhere to be seen – the election may have less of an impact, given Lula is as keen as any other politician to extract oil and gas from the Amazon, amid cross-party support for fossil fuel production.

      Read more: Brazil leads “encouraging” decline in global rainforest destruction in 2025

      What does the UN say about countries protecting oceans?
      The Pacific nation of Tuvalu is facing an existential threat due to the impact of climate change on rising seas. (Photo: Theo Rouby / Hans Lucas via REUTERS)

      Pre-COP

      Monday 5 October – Thursday 8 October – Fiji and Tuvalu

      The annual Pre-COP meeting is usually a business-like gathering of government negotiators, sounding out each other’s positions and laying the groundwork for deals at the main COP summit. But this year’s “pre” has been jazzed up by Australia’s partnership with Pacific governments keen to elevate their climate issues on the international stage.

      “We will bring the eyes of the world to our region, highlight the threat that climate change poses to it, and show how Pacific voices are shaping global action to counter it,” Australian PM Anthony Albanese said of the event.

      On Monday, before the Pre-COP officially starts, a group of senior government figures – including a handful of leaders – will visit the world’s second lowest-lying nation Tuvalu, as UN boss Antonio Guterres did in 2019.

      They will visit areas affected by sea level rise, see climate resilience projects and meet local communities before flying 2.5 hours south to Fiji to join up with the Pre-COP – which starts on Tuesday – and speak at a “Leaders’ plenary session” that evening.

      The Pre-COP runs until Thursday. Governments are expected to try to advance on some kind of a roadmap for protecting oceans from climate change, while Fiji says Pacific nations will emphasise the need to follow science and step up efforts to limit warming to 1.5C.

      Australia is also due to present an action plan to improve access to climate finance for small island nations and least-developed countries, so that governments, development banks and climate funds can endorse it ahead of the Antalya summit.

      Alongside the official Pre-COP discussions, a “green zone” will host talks organised by civil society on topics like public transport, carbon markets and the International Court of Justice advisory opinion. Unfortunately, these events won’t be available to follow online.

      Read more: Threatened by rising seas, small islands secure right to keep their statehood

      Read more: At regional summit, Pacific islands ask for COP31 support for clean energy and finance

      Forest clearance for a palm oil plantation in Indonesia on 1/4/2018 (Ulet Ifansasti/ Greenpeace)

      Article 6.4 Supervisory Body

      Monday 5 October – Friday 9 October – Bonn, Germany

      The UN carbon market’s rule-making body meets for one last jam-packed session ahead of COP31, with decisions pending on several high-stakes issues that could shape the future of the new crediting mechanism.

      Top of the agenda is a rulebook for clean cooking projects, which aim to cut greenhouse gas emissions by distributing more efficient cookstoves. These projects generate some of the most popular carbon credits but have also drawn some of the heaviest criticism for overstating their climate benefits through lax accounting.

      Technical experts have recommended the Supervisory Body tighten the rules compared to existing crediting programmes, including by forcing cookstove project developers for the first time to guard against the risk of the climate benefits of their credits – the trees saved from becoming cooking fuel – being wiped out by fire, drought or logging.

      The proposal on the so-called reversal risk assessment has sparked a “coordinated” lobbying campaign from the industry, some conservation NGOs and UNEP, arguing that stronger protections could hike project costs and restrict the supply of credits.

      Read more: Industry and NGOs lobby to weaken UN carbon credit rules in “coordinated” push

      Intergovernmental Panel on Climate Change (IPCC) plenary

      Monday 12 October – Friday 16 October – Addis Ababa, Ethiopia

      Scientists and government officials will try, once again, to agree on a timeline to produce the highly influential AR7 assessment report from the UN’s climate science body.

      The faultlines that have blocked a deal at several previous sessions are well established: a large group of predominantly developed countries, small island and progressive Latin American states and the poorest nations want the reports to be ready in time to inform the UN’s next global assessment of climate action, due to be completed in November 2028.

      A small group of primarily big emerging economies disagree, claiming this timeline would put a burden on developing countries with limited resources and restrict their ability to provide scientific input into the process.

      Three options will be on the table in Addis Ababa. Two of them would see all three flagship assessment reports approved by July 2028 and September 2028 respectively, just in time to feed into the second Global Stocktake.

      The third, based on proposals from Saudi Arabia and India, would deliver only the Working Group 1 report, on the physical science of climate change, by May 2028. The reports from Working Groups 2 and 3, covering climate impacts and ways to cut emissions, would not be approved until mid-2029, well after the stocktake concludes at COP33.

      Delegates are also expected to discuss the IPCC’s increasingly strained budget, made worse by a funding gap left by the withdrawal of the United States. The panel has warned that, without a sustained increase in contributions, its trust fund’s cash balance would run out by the end of 2028, putting the delivery of the AR7 set of reports at risk and forcing cuts to in-person meetings, translation and outreach.

      Read more: Science ‘under attack’ from fossil fuel interests at UN climate talks

      Read more: As science comes under attack at UN talks, climate movement splits over how to respond

      A small group of climate activists gather in front of the International Monetary Fund (IMF) and the World Bank Group 2025 Annual Meeting on October 16, 2025 in Washington, DC.
      A small group of climate activists gather in front of the International Monetary Fund (IMF) and the World Bank Group 2025 Annual Meeting on October 16, 2025 in Washington, DC. (Photo: Andrew Harnik/Getty Images)

      World Bank & IMF Annual Meetings

      Tuesday 12 October – Sunday 18 October – Bangkok, Thailand

      With their biggest shareholder – the US – resolutely opposed to climate action, the World Bank and International Monetary Fund (IMF) are likely to try to avoid mentioning climate change at their annual meetings in Bangkok – and there are no headline events on the subject.

      But they aren’t in complete control of the agenda. Thailand will host a discussion on financing a green resilient economy and World Bank President Ajay Banga is likely to be challenged on climate at a live-streamed civil society townhall on October 12.

      With tricky negotiations on the World Bank’s climate finance target concluded earlier this year (it was dropped), talks are moving on to the sustainability framework of the World Bank’s International Finance Corporation, which invests in the private sector. Civil society is calling for its rules on protecting people and the planet to be maintained and strengthened.

      The IMF’s guidance note to staff – which shapes the circumstances under which climate can be included in IMF programmes – will also be negotiated. Longer term, the Resilience and Sustainability Trust, which channels funding to green projects, will be reviewed but not before 2028 at the earliest.

      Read more: World Bank’s climate work can endure without finance target, experts say

      Convention on Biological Diversity (CBD) COP17

      Monday 19 October – Friday 30 October – Yerevan, Armenia

      The biodiversity COP – a sister convention to the UN climate process – will for the first time take stock of progress towards key goals in its 2022 landmark agreement, the Global Biodiversity Framework (GBF). These include a headline target to protect and conserve at least 30% of the planet’s land and marine ecosystems by 2030.

      A draft report prepared by a scientific panel warns that “unless collective implementation accelerates rapidly, the 2030 targets and mission will not be achieved”. In fact, governments are failing on 22 out of 23 targets. The final report is expected to be published ahead of COP17, where governments are expected to react strongly.

      UN biodiversity chief Astrid Schomaker told journalists earlier this month that the most significant progress is expected to occur towards the end of the decade, as 174 countries took the first four years to develop national targets.

      Finance, meanwhile, is set to become a contentious issue, as the draft report says developed countries fell short on a target to provide $20bn per year in international public finance for nature protection, reaching only about $17bn per year from 2020 to 2023. They have also yet to meet a wider goal to mobilise $200bn per year counting all kinds of finance.

      Much like in climate talks, the EU has proposed to broaden the base of donors to include emerging economies who want to “voluntarily assume the obligations” of developed countries. Saudi Arabia and Qatar want nothing to do with this proposal. China has said bringing in new contributors should not weaken the obligations of developed countries. Expect a fight in Yerevan.

      A preliminary meeting in Nairobi in August resulted in a heavily bracketed text that delegates will have to unravel in Armenia. One observer said countries had “overall missed the level of urgency” needed.

      Keep an eye out for our webinar live from Yerevan later this month, where we’ll provide an update on the talks and how governments are responding to science’s demands for quicker action.

      Read more: Mombasa ocean summit drives progress on marine protection, but threats persist

      Read more: UN biodiversity talks agree finance roadmap, postponing decision on a new fund

      European Climate Resilience & Risk Management Framework

      Wednesday 28 October – Brussels, Belgium

      Following a torrid summer beset by recurring heatwaves, drought and outbreaks of forest fires across the continent, the European Commission will present its keenly awaited climate resilience and risk management framework to help member states protect their populations from worsening climate change impacts.

      As part of the policy package, the Commission will identify 100 of Europe’s most climate-vulnerable territories. And alongside an assessment of the risks, there will be guidance at which level they should be managed – regional, national or by the EU. Currently, confusion often arises over who is responsible for preventing, preparing for and managing disasters across the bloc.

      The framework will also aim to make Europe a “champion in adaptation technologies” – such as drought-resistant crops, flood prevention or energy-efficient cooling – which have been described by EU President Ursula von der Leyen as “a huge emerging market”.

      With only around a quarter of catastrophe losses in Europe covered by private insurance, the Commission also plans to set up a Climate Insurance Alliance to boost that figure.

      READ MORE: WHO issues new guidance on heat-health action plans, as El Niño sets in

      The post What’s on the climate calendar for October 2026? appeared first on Climate Home News.

      What’s on the climate calendar for October 2026?

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      Jordan’s mega-plan for water security risks locking in fossil gas demand

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      On the desert shores of the Red Sea, Jordan plans to build a vast desalination plant to send drinking water hundreds of kilometres across its arid interior to the capital, Amman – bolstering climate resilience and reducing the country’s reliance on Israel for the vital resource.

      As climate change exacerbates water scarcity in Jordan, a deterioration in the country’s already prickly ties with Israel since the start of the Gaza war has underscored the strategic importance of the roughly $6-billion desalination initiative, billed by its backers as a strategic climate adaptation project.

      But despite receiving $295 million in support for the project from the UN’s Green Climate Fund (GCF), the energy-hungry plant – which will double the power needs of Jordan’s water sector – will get no more than 27% of its electricity from a purpose-built solar farm in the desert near the plant in Aqaba. The rest will come from the grid, whose power is mostly generated by fossil gas.

      To get salt out of sea water, it has to be pushed at high pressure through a membrane – a process requiring huge amounts of electricity.

        The annual planet-heating emissions from producing the non-renewable power needed for the plant would be equivalent to having 160,000 petrol-run cars on the road for a year, according to an analysis by Climate Home News of figures provided by the project’s developers to the GCF – the world’s largest multilateral fund to help developing countries tackle climate change.

        Such forecasts prompted a warning from its independent technical advisory panel and criticism by climate campaigners, but the GCF board nevertheless approved the financing at a meeting late last year, with GCF Executive Director Mafalda Duarte hailing it as a “milestone project”.

        A GCF spokesperson told Climate Home News its design “required the balanced optimisation of multiple objectives”, among them water security, financing considerations and climate-related benefits.

        Asked to respond to concerns about the project’s sustainability, a spokesperson for Jordan’s Ministry of Water and Irrigation said the plant is key to tackling the nation’s water deficit, in tandem with other steps to conserve supplies such as managing leaks.

        “We have carried out environmental impact studies for the Aqaba desalination plant,” the spokesperson added. “All donor countries reviewed and approved these studies.”

        Dry and getting drier

        Jordan is already one of the world’s most water-stressed countries, and climate change impacts mean the country of about 11 million people is getting less rain at a time of population growth, in part due to the arrival of refugees from the war in Syria.

        Half of Jordanian homes currently receive water for less than 24 hours a week and many pay to get tanker trucks to deliver extra water despite the high cost.

        “Every Jordanian living in a village or city … can feel, especially in the summer, that the amount of water reaching their home is not enough,” said University of Jordan water science professor Elias Salameh.

        Truck drivers stop for ice at a small ice-making factory in Al-Azraq city in Jordan on July 25, 2026 (Photo by Salah Malkawi/Getty Images)

        At the same time, heightened political tensions in the region are raising fears over a long-standing water supply accord with Israel.

        Prominent Israeli news outlet Ynet quoted government officials as saying last year that – until Jordan ends its criticism of Israel’s actions in Gaza – it would no longer send Jordan 100 million cubic metres of water a year, as it has been doing since 2021.

        Instead, media reports said Israel had decided to send just the 50 million cubic metres required by the 1994 Israel-Jordan peace agreement.

        That makes the desalination project all the more urgent, Motasem Saidan, a former water minister who pushed it forward, told Climate Home News.

        “Relying on neighbouring countries for sources of the most important resource for life is risky. You need to have self-sufficiency and water security,” Saidan added.

        Largest single GCF investment

        French multinationals Meridiam and Suez have been awarded the contract to lead construction of the desalination facility, which Suez says will be one of the largest of its kind globally.

        Scheduled for completion in 2030, it will turn 300 million cubic metres of seawater a year – enough to fill 120,000 Olympic-sized swimming pools – into drinking water, which will then be carried by pipeline more than 400 km across the desert to reservoirs near Amman, home to nearly half of Jordan’s population.

        The GCF will support it with a $220 million loan and a $75 million grant. While that represents a small share of the total cost, Duarte said last year it represented “the largest single investment in one project that we have made”.

        But the GCF’s decision to pour millions into the project followed strong criticism from climate campaigners, initial opposition from some of the fund’s board members and a warning by its independent technical advisory panel (ITAP) over its potential impact on emissions.

        The emissions it aims to avoid rest on the timely completion of a 65-km transmission line connecting the desalination plant to the solar farm. Without this, the plant will run entirely on Jordan’s gas-dominated grid, the ITAP said in its assessment report.

        Moreover, while the government plans to make the power supplied by the national grid greener in the years ahead, there is no guarantee this will be achieved, the report added.

        Such issues make the project “difficult to reconcile with climate finance objectives”, the ITAP said, adding there is a significant risk that “concessional resources could end up subsidising a high-carbon, high-cost water pathway”.

        Still, the ITAP concluded that “given the dire water situation in Jordan”, the project’s benefits outweighed those concerns and recommended approval to the board.

        Bigger renewables role deemed unfeasible

        The possibility of producing more of the plant’s electricity from solar power and batteries was dismissed by the project’s proposer and co-funder – the World Bank’s International Finance Corporation (IFC) – and the GCF as too expensive and impractical, a decision critics see as a wasted opportunity to shift to clean energy.

        The companies that carried out the project’s environmental and social impact assessment – Eco Consult and Energies Group – said the option of sourcing all power from renewables “was not studied in detail” because it was seen as unfeasible.

          Asked to comment, the GCF spokesperson said the fund supported that conclusion, citing renewable energy’s intermittency and noting that excess solar power produced would be wasted because there is no provision for it to be sold to the grid.

          “The optimum design of such a critical life-line desalination project for Jordan is fundamentally a whole-of-system water optimisation challenge rather than a standalone energy storage exercise,” the spokesperson said.

          Instead, the plan’s advocates have touted potential emissions reductions as the pipeline replaces water trucks. They say the solar farm set to supply more than a quarter of the desalination plant’s power will prevent 6.7 million tonnes of CO2-equivalent being emitted over its 26-year projected lifetime.

          Saidan, the former water minister, said the urgency of providing water must take priority over gas dependency concerns.

          “This is not the time to raise such issues,” he told Climate Home News.

          But Kostanta Rangelova, a global electricity analyst at think-tank Ember, said the plant could “easily” get at least 80% of its power from solar with batteries, pointing to Jordan’s abundant sunshine and the plunging costs of the equipment needed.

          Such systems are set to power large facilities elsewhere in the region, like a luxury Red Sea resort just over the Saudi border and a data centre near Abu Dhabi, she said. Jordan’s own energy sector strategy, published in May, lists increasing battery storage as a strategic target.

          Rangelova noted that with battery prices falling significantly in recent years, the cost of solar plus battery storage is now competitive with grid power in many places, particularly in countries like Jordan that have a lot of sun but currently rely on expensive imported gas.

          “With solar and batteries, Jordan (could) use homegrown electricity not just during daytime hours, but round-the-clock, which can significantly strengthen its energy security position,” she added.

          Lesser of two evils

          Using more renewables in the project could also help reduce demand for Israeli natural gas imports – a sensitive issue in Jordan.

          “[The desalination plant] will not be viable if we depend on gas supplied by the Israeli occupation,” Mahmoud Amin Al-Hayari, an activist with the General Trade Union of Electricity Workers in Jordan, told Climate Home News.

          Jordan’s government is working to develop new sources of gas imports to diversify its current supply, and also wants to boost domestic gas production, alongside renewables.

          In the meantime, Jordan’s National Electric Power Company (NEPCO) remains heavily dependent on Israeli gas for electricity generation, industry experts say. Latest government figures from 2024 show the country got 58% of its electric power from gas.

          Most of that gas is likely to be Israeli. “About 57% of the electricity that NEPCO supplies to distribution companies comes from gas imported from Israel,” a Jordanian energy and conflict analyst told Climate Home News, asking to speak anonymously due to the sensitivity of the subject.

          The spokesperson for Jordan’s Ministry of Water and Irrigation declined to comment on the source of the gas that would help power the Aqaba desalination project.

          The issue has gained attention due to several security-related gas supply disruptions from Israel related to the conflict in the Middle East.

          For countries like Jordan, a net fuel importer, the energy security case for boosting renewables is a no-brainer, said Ember’s Rangelova. “Unlike imported fossil fuels, the sun cannot be turned off,” she said.

          The post Jordan’s mega-plan for water security risks locking in fossil gas demand appeared first on Climate Home News.

          Jordan’s mega-plan for water security risks locking in fossil gas demand

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          Analysis: Wind and solar save UK from gas imports worth £5.9bn during Hormuz crisis

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          The UK has avoided the need for gas imports worth £5.9bn since the start of the Hormuz crisis as a result of record electricity generation from wind and solar, reveals Carbon Brief analysis.

          While gas prices are surging towards levels not seen since the 2022 energy crisis, the UK has been generating record amounts of power from wind and solar, up 14% year-on-year.

          This unprecedented clean-power generation is directly cutting the need for gas-fired electricity, which is down by nearly 10% year-on-year in 2026 to date.

          In total, wind and solar have generated a record 41% share of the UK’s electricity needs in 2026 to date, compared with 25% from gas, according to Carbon Brief’s analysis.

          The figure below shows that wind and solar generation has avoided the need for UK gas imports worth a total of £5.9bn since the outbreak of war between the US and Iran in February 2026.

          The analysis shows that these avoided gas imports would have required the UK to secure the equivalent of more than 100 additional tanker deliveries of liquefied natural gas (LNG).

          Record wind and solar have saved the UK from gas imports worth £5.9bn during Hormuz crisis

          The £1.3bn import saving in September 2026 to date is the result of record wind and solar output, at nearly 10 terawatt hours (TWh), combined with surging gas prices.

          Wholesale gas prices in the UK have remained elevated ever since Russia cut off supplies to Europe in the wake of its invasion of Ukraine in 2022. Gas averaged 90p per therm from 2023 until the start of this year, roughly three times above 2019 prices, before the Covid and Ukraine crises.

          Since the outbreak of war in the Middle East in March, gas prices have climbed higher still, averaging 134p per therm or nearly four times the level seen in 2019.

          In September 2026 to date, gas prices have averaged 189p per therm, reaching their highest level since the global energy crisis in 2022, as shown in the figure below.

          UK gas prices have surged to levels not seen since the global energy crisis in 2022

          UK gas prices are spiking again because winter is approaching – meaning higher demand for heating – and there is no end in sight for the Hormuz crisis.

          At the same time, European gas stocks are low. This means Europe will have to compete with Asia to secure the cargoes of LNG needed to keep warm.

          In the UK, high wholesale gas prices are hitting household gas bills under the price cap set by energy regulator Ofgem – but thanks to clean energy, electricity bills have barely increased.

          From this Thursday, 1 October, typical household gas bills will be 33% higher than they were in April, some £200 per year, according to thinktank Nesta.

          In contrast, household electricity bills will only have risen 4%, according to Nesta’s analysis.

          Andrew Sissons, director for sustainable future at Nesta, explained in a social media post that “the link between electricity and gas prices has already begun to break”.

          The UK and other fossil-fuel importing nations are being hit not only by high gas prices, but also by high prices for oil, diesel and other refined fuels. The EU has reportedly had to pay an extra €100bn for fossil-fuel imports since the start of the crisis.

          For example, UK diesel prices this week hit record levels of nearly £2 per litre. In contrast, recent Carbon Brief analysis shows that electric cars are up to nine times cheaper to drive.

          In her speech to the Labour party conference this week, energy secretary Miatta Fahnbulleh said that energy bills were high because the UK is “exposed to global fossil-fuel markets”.

          In his own conference speech, prime minister Andy Burnham said the expansion of clean energy was easing the impact of high gas prices on electricity bills. He said:

          “We are already taking more control of our electricity prices with a massive expansion of home-grown renewables and nuclear. I have asked Miatta to speed up the breaking of the link between what we pay for power at home and the international gas market, to get bills down.”

          The post Analysis: Wind and solar save UK from gas imports worth £5.9bn during Hormuz crisis appeared first on Carbon Brief.

          Analysis: Wind and solar save UK from gas imports worth £5.9bn during Hormuz crisis

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